Manage end to end processing of mortgage applications

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Reference no: EM133783942

Scenario

Sheet Job Title Mortgage Broker Hours Full time Location Hybrid between office and home office Line Management Team Leader Main duties Manage online, phone and existing client enquiries. Manage end to end processing of mortgage applications. Research appropriate lending solutions for clients. Support clients with ancillary needs such as car loans and insurance. Build network of referral sources. Maintain relationships with lenders, conveyancers and real estate agencies. Utilise MyCRM for all client communications, Hello Packs, Fact Finds, Notes and maintain accurate data. Interview clients at their desired location. Obtain client feedback and manage as required to ensure consistent positive reviews. Arrange for post settlement gifts to be sent to clients. Qualifications FNS40820 - Certificate IV in Finance and Mortgage Broking Performance goals Settlement target of $1,000,000 per month. 4 new clients per month. Conversion rate of 25% to be maintained from enquiry to funding. 4 networking events attended monthly. Manage monthly email communication to client database.

Reference no: EM133783942

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